Titelia

Holdings of Laird Norton Wetherby Trust Company, LLC

859 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.2 % of the equity sleeve

Sector breakdown

  • Technology 25.2 %
  • Financials 11.4 %
  • Consumer discretionary 6.2 %
  • Communication 5.9 %
  • Health care 5.6 %
  • Industrials 4.7 %
  • Funds 2.8 %
  • Consumer staples 2.8 %
  • Energy 1.8 %
  • Materials 1.1 %
  • Utilities 1.1 %
  • Real estate 0.2 %
  • Unattributed 31.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.2 %
  • TW 1.4 %
  • GB 0.7 %
  • NL 0.7 %
  • KR 0.7 %
  • IN 0.4 %
  • JP 0.4 %
  • ES 0.2 %
  • BR 0.2 %
  • KY 0.2 %
  • DE 0.2 %
  • AU 0.1 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7534.1B $94.20 %
2TW360.3M $1.38 %
3GB1730.3M $0.69 %
4NL529.9M $0.69 %
5KR829.5M $0.68 %
6IN518.7M $0.43 %
7JP617.5M $0.40 %
8ES28.8M $0.20 %
9BR138.6M $0.20 %
10KY88.1M $0.19 %
11DE27M $0.16 %
12AU35.1M $0.12 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 728,596269.7M $
2Vanguard Total Stock Market ETF 789,042253.1M $
3Apple Inc 928,297235.6M $
4NVIDIA Corp 1,076,441187.7M $
5Vanguard FTSE Developed Markets ETF 1,890,946121.2M $
6Vanguard FTSE All-World ex-US ETF 1,493,141112.1M $
7Berkshire Hathaway Inc 152109.2M $
8Vanguard International Equity Index Funds 1,870,667101.1M $
9Amazon.com Inc 456,21395M $
10Alphabet Inc 316,28991M $
11Vanguard Large-Cap ETF 195,72158.5M $
12Broadcom Inc 185,48957.4M $
13Alphabet Inc 191,82955M $
14State Street SPDR S&P 500 ETF Trust 81,61553.2M $
15Vanguard Total World Stock ETF 365,96050.6M $
16JPMorgan Chase & Co 169,23349.8M $
17Taiwan Semiconductor Manufacturing Co Ltd 146,73349.7M $
18Meta Platforms Inc 81,16546.4M $
19Berkshire Hathaway Inc 86,94741.7M $
20iShares Trust 116,84341.7M $
21iShares Global Infrastructure ETF 577,65238.7M $
22Tesla Inc 103,51438.5M $
23Eli Lilly & Co 39,21736.1M $
24iShares MSCI EAFE ETF 327,29331.8M $
25iShares Trust 275,90231.2M $
26Vanguard S&P 500 ETF 51,71030.9M $
27iShares National Muni Bond ETF 271,68128.8M $
28Visa Inc 93,34428.2M $
29iShares Russell 3000 ETF 70,88926.3M $
30Vanguard Small-Cap ETF 98,18225.7M $
31Johnson & Johnson 104,10825.4M $
32Costco Wholesale Corp 24,85824.8M $
33Exxon Mobil Corp 139,73823.7M $
34Vanguard Total International S 305,68423.6M $
35Home Depot Inc/The 70,42923.2M $
36Goldman Sachs Group Inc/The 27,07322.9M $
37Vanguard Total Bond Market ETF 291,37821.5M $
38Applied Materials Inc 58,95420.1M $
39Walmart Inc 160,36820M $
40ASML Holding NV 15,08719.9M $
41Netflix Inc 206,11719.8M $
42Mastercard Inc 38,42719.2M $
43Commercial Metals Co 273,22016.8M $
44AbbVie Inc 73,15715.9M $
45Chevron Corp 74,33015.4M $
46Abbott Laboratories 149,40815.3M $
47International Business Machines Corp. 62,49815.1M $
48Bank of America Corp 310,68315.1M $
49Advanced Micro Devices Inc 73,47514.9M $
50Caterpillar Inc 20,82014.7M $
51Micron Technology Inc 43,30714.6M $
52Procter & Gamble Co/The 101,11814.6M $
53Cisco Systems, Inc. 187,92314.6M $
54iShares Core S&P 500 ETF 21,55714.1M $
55Oracle Corp 95,43714M $
56Lam Research Corp 64,25113.7M $
57iShares Trust 64,17713.6M $
58General Electric Co 46,11313.1M $
59Merck & Co Inc 103,05012.5M $
60iShares Core U.S. Aggregate Bond ETF 119,03611.8M $
61Intuit Inc 27,12111.7M $
62TJX Cos Inc/The 71,99011.5M $
63GE Vernova Inc 13,10311.4M $
64Novartis AG 69,38310.6M $
65McDonald's Corp. 33,90510.5M $
66Coca-Cola Co/The 134,33910.3M $
67American Express Co 33,16110M $
68Morgan Stanley 60,72210M $
69Palantir Technologies Inc 68,30310M $
70iShares Russell 2000 ETF 39,9959.9M $
71Amgen Inc 26,8099.4M $
72NextEra Energy Inc 98,5759.2M $
73McKesson Corp 10,1388.8M $
74UnitedHealth Group Inc 31,6418.6M $
75RTX Corp 44,2498.5M $
76HSBC Holdings PLC 99,4518.4M $
77PepsiCo Inc 53,0798.2M $
78KB Financial Group Inc 80,5858.1M $
79Salesforce Inc 42,8208M $
80S&P Global Inc 18,6837.9M $
81Booking Holdings Inc 1,8797.9M $
82KLA Corp 5,3697.9M $
83Analog Devices Inc 24,8117.9M $
84Arista Networks Inc 61,3507.5M $
85Walt Disney Co/The 77,2897.4M $
86Thermo Fisher Scientific Inc 15,1177.4M $
87Philip Morris International Inc. 44,3357.4M $
88iShares Core S&P Mid-Cap ETF 108,9977.4M $
89PACCAR Inc 63,3817.3M $
90Bank of New York Mellon Corp/The 60,6777.2M $
91iShares Russell 1000 Growth ETF 16,8797.2M $
92Union Pacific Corp 29,3467.1M $
93Amphenol Corp 55,4837M $
94Texas Instruments Inc 36,1427M $
95Deere & Co 12,1696.9M $
96Lowe's Cos Inc 28,9636.8M $
97iShares Core MSCI Emerging Markets ETF 97,6186.8M $
98Woori Financial Group Inc 99,9046.8M $
99Toyota Motor Corp 32,5296.7M $
100Gilead Sciences Inc 47,6836.6M $